Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$276B
AUM Growth
+$5.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,171
New
Increased
Reduced
Closed

Top Buys

1
+$1.83B
2
+$1.32B
3
+$882M
4
MSFT icon
Microsoft
MSFT
+$518M
5
BX icon
Blackstone
BX
+$380M

Top Sells

1
+$7.45B
2
+$1.82B
3
+$1.67B
4
ESRX
Express Scripts Holding Company
ESRX
+$876M
5
ABBV icon
AbbVie
ABBV
+$507M

Sector Composition

1 Healthcare 9.19%
2 Financials 9.14%
3 Technology 8.78%
4 Communication Services 7.62%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$31.9M 0.01%
4,195,768
+839,542
1077
$31.9M 0.01%
2,761,669
-646,747
1078
$31.9M 0.01%
4,279,842
-195,717
1079
$31.9M 0.01%
3,253,191
+1,041,392
1080
$31.8M 0.01%
806,225
+142,375
1081
$31.7M 0.01%
621,368
-69,022
1082
$31.5M 0.01%
797,360
-430,610
1083
$31.5M 0.01%
387,504
+109,159
1084
$31.5M 0.01%
858,334
-122,703
1085
$31.3M 0.01%
259,451
-52,299
1086
$31.2M 0.01%
581,364
+440,021
1087
$31.2M 0.01%
444,796
+67,010
1088
$31.1M 0.01%
460,637
-380,812
1089
$31.1M 0.01%
1,380,741
+131,534
1090
$31M 0.01%
537,166
-6,701
1091
$31M 0.01%
220,228
-25,366
1092
$30.9M 0.01%
240,457
-164,137
1093
$30.9M 0.01%
353,844
+185,788
1094
$30.9M 0.01%
706,712
+426,915
1095
$30.8M 0.01%
916,029
-238,450
1096
$30.8M 0.01%
1,343,311
+468,317
1097
$30.7M 0.01%
1,723,325
+52,866
1098
$30.7M 0.01%
192,081
+58,545
1099
$30.7M 0.01%
486,653
+34,384
1100
$30.7M 0.01%
1,745,244
+14,747
42 43
44
45 46